Relationship-Driven Personal Banker

Citigroup Inc.; Los Angeles (CA); Sur place; USD 58 000 - 81 000; Plein temps

Résumé du poste

Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in North Hills, California. You will support sales and service activities in coordination with the customer service team to foster relationships and loyalty with individual consumer clients.

You will refer larger lending opportunities, cross-sell treasury and small business products, and provide coaching to branch staff while ensuring compliance with Citigroup policies and the SAFE Act.

Qualifications

• 0-2 years relevant experience in banking or sales.
• Previous banking, retail, or sales experience preferred.
• NMLS registration; Safe Act compliant
• Clear and concise written and verbal communication skills

Responsabilités

• Assist in execution of sales, products or service activities with customer service team.
• Refer larger lending opportunities and cross-sell treasury and related small business products.
• Grow small business client base through referrals and MGM program.
• Deliver client services and outbound/inbound calls to acquire and deepen relationships.
• Coach branch staff on products, programs, and referrals.
• Identify client needs and present financial solutions.

Connaissances

Communication skills

Sales experience

NMLS registration

Formation

Bachelor's Degree/University degree or equivalent experience

Outils

Smart Banking tools

Description du poste

Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in North Hills, California. You will support sales and service activities in coordination with the customer service team to foster relationships and loyalty with individual consumer clients.

You will refer larger lending opportunities, cross-sell treasury and small business products, and provide coaching to branch staff while ensuring compliance with Citigroup policies and the SAFE Act.